Source Job

$26–$26/hr
US Unlimited PTO

  • Provide accurate assistance to support the administrative needs of Brokers and Admins across phone and email.
  • Assist with the administrative side of onboarding and system needs for new and renewing Sana plans.
  • Address and resolve complaints or problems, such as billing discrepancies and coverage denials.

Time Management Communication Attention To Detail Organizational Web Applications

20 jobs similar to Customer Success Associate

Jobs ranked by similarity.

US

  • Respond to client inquiries and provide timely updates on prescription status
  • Monitor prescription workflows and proactively flag delays or discrepancies
  • Assist with reshipments and coordinate issue resolution with internal teams

Precision Medicine is revolutionizing healthcare by providing accessible, personalized, and efficient healthcare solutions. They value diverse perspectives and foster an environment where employees can thrive, innovate, and make a meaningful impact on patients’ lives.

US Unlimited PTO

  • Help potential customers navigate our online shopping experience.
  • Resolve administrative and billing questions with urgency and clarity.
  • Use industry-leading support tools and CRMs to document interactions.

SimplyInsured aims to eliminate fear associated with health insurance. They empower small business owners by making health insurance transparent and accessible, supporting over 20,000 customers.

$40,278–$48,334/yr
Canada 4w PTO

  • Manage a caseload of in-progress applications through the underwriting process
  • Coordinate and follow up on medical exam bookings with vendors and clients
  • Handle inbound calls and respond to client emails

PolicyMe is Canada’s leading digital insurance solution, offering straightforward and affordable financial protection for families. They operate with a remote-first culture, attracting top talent from across Canada, with employees who are ambitious, yet humble.

Unlimited PTO 2w maternity

  • Manage a portfolio of 30+ commercial and enterprise customer accounts, focusing on ensuring their success and satisfaction with our products/services.
  • Serve as the primary point of contact for customers, building strong, lasting relationships and understanding their needs and objectives.
  • Drive product adoption and ensure customers are leveraging our products effectively to achieve their goals.

Forma is a flexible benefits software company founded in 2017 that helps companies offer competitive benefits packages by giving employees more choice in how they spend their benefit allowances. They have helped hundreds of companies design flexible, inclusive benefits programs for nearly a million employees.

US

  • Efficiently triage incoming phone calls with professional phone etiquette.
  • Provide support for call center staff and resolve issues promptly.
  • Effectively communicate issues and solutions to members and pharmacies.

Judi Health is an enterprise health technology company providing a comprehensive suite of solutions for employers and health plans. They are rebuilding trust in healthcare in the U.S. and deploying the infrastructure we need for the care we deserve.

US

  • Investigate billing concerns, working closely with patients and insurance providers.
  • Improve the patient experience while strengthening billing processes.
  • Resolve complex billing issues to ensure timely, accurate resolutions.

Rula is dedicated to treating the whole person and aims to create a world where mental health is no longer stigmatized. They are a remote-first company that strives to be a force for positive change in the field of mental healthcare.

US

  • Handle Revenue Cycle department interactions via phone, email, voicemail, faxes, and patient portal.
  • Communicate with offices and patients to ensure current information.
  • Answer patient questions, inquiries, and concerns regarding their accounts and/or about centers.

LifeStance Health strives to help individuals, families, and communities with their mental health needs. They are the fastest growing mental health practice group in the country.

US

  • Connect with customers via phone/email/chat/social media to resolve questions/concerns.
  • Calmly attempt to resolve and de-escalate any issues.
  • Respond to requests for assistance and/or possible processing payments.

TP is a global, digital business services company that delivers advanced, digitally powered business services. With over 500,000 employees speaking 300+ languages, they emphasize community support, client satisfaction, and environmental responsibility.

US Unlimited PTO

  • Deliver empathetic support to users through email and video calls.
  • Manage and resolve feedback and support tickets, addressing needs like clinical QA and software troubleshooting.
  • Educate and empower users through tutorials and personalized guidance to optimize their workflows.

Nabla is committed to bringing back joy to the practice of medicine. They've harnessed machine learning to develop the leading AI assistant that’s restoring the human connection at the heart of healthcare, with over 85,000 clinicians across 130+ healthcare organizations trusting Nabla.

Unlimited PTO

  • Serve as a trusted guide for clients during onboarding, ensuring each group starts on time.
  • Answer questions and resolve issues across channels related to benefit administration and compliance.
  • Problem-solve with urgency when setup or configuration issues arise, ensuring programs start accurately.

Vitable is a health benefits platform that aims to make healthcare better for employers of everyday workers. They bring accessible, high-quality care to over 85 million uninsured and underinsured Americans and are growing rapidly, looking for eager team members who are hungry for change.

$50,000–$65,000/yr
US 3w PTO

  • Guide new customers through the onboarding process.
  • Deliver engaging training sessions to clients.
  • Serve as the point of contact for customer inquiries.

Enerex is a leading software platform for the retail energy industry, connecting brokers, suppliers, and market participants through a unified data and workflow system. By centralizing how energy transactions are managed, Enerex enables faster deals, greater accuracy, and scalable growth across the energy ecosystem.

Global

  • Provide empathetic, patient-centric support through phone, email, and in-app messaging.
  • Act as a liaison between patients and providers, relaying critical information.
  • Guide patients through scheduling, telehealth services, and general inquiries.

Allara Health is a women’s health provider specializing in longitudinal care. Trusted by over 60,000 women nationwide, they connect patients with multidisciplinary care teams focusing on hormonal, metabolic, and reproductive care.

US

  • Responding to high volume inquiries via email/phone
  • Assist with triaging case volumes
  • Providing resolution guidance/support to care center staff on complex claims/billing inquiries; claim holds, overrides, take backs, corrected claim workflows, coding assistance

Privia Health is a technology-driven, national physician enablement company that collaborates with medical groups, health plans, and health systems to optimize physician practices, improve patient experiences, and reward doctors for delivering high-value care in both in-person and virtual settings. The Privia Platform consists of scalable operations and end-to-end, cloud-based technology that reduces unnecessary healthcare costs, achieves better outcomes, and improves the health of patients and the well-being of providers.

US

  • Research, review and respond to inquiries received from members and providers.
  • Employ active listening skills, demonstrate patience and empathy, and handle difficult calls tactfully, courteously, and professionally.
  • Effectively manage escalations within the department by ensuring appropriate accountability, sense of urgency, communication and follow through to closure.

Evry Health is on a mission to bring humanity to health insurance through personalized, high-technology health plans that expand benefits and increase access and transparency. They are the major medical division of Globe Life with over 3,000 employees and a flexible and remote work environment.

$55,000–$75,000/yr
US Unlimited PTO 12w maternity 4w paternity

  • Deliver exceptional service to customers ranging from small wealth advisory businesses to large financial services firms.
  • Identify, respond, and resolve issues and questions raised by Vanilla customers.
  • Provide hands-on support to clients to ensure their ongoing happiness.

Vanilla is an AI-powered estate advisory platform built by advisors, planners, and attorneys. They unify scenario modeling, client visualization, and document creation into one seamless, digital experience, and operate with a flexible, closely connected team.

$85,000–$85,000/yr
US

  • Drive customer success across a portfolio of customers, supporting adoption, engagement, retention, and growth
  • Lead customer engagement through a mix of direct interactions and scalable programs (e.g., webinars and office hours)
  • Monitor customer health and usage trends to identify risk and opportunity, and take proactive action to drive engagement

Onit is redefining the future of legal operations through the power of AI with their cutting-edge platform that streamlines enterprise legal management, matter management, spend management and contract lifecycle processes, transforming manual workflows into intelligent, automated solutions. They are a team of innovators using AI at the core to help legal departments become faster, smarter, and more strategic.

US Unlimited PTO 18w maternity

  • Troubleshoot and resolve issues Clients and Therapists raise via Phone and Live Chat.
  • Assist and educate customers on the Grow Therapy platform, providing great customer service to our Clients and Therapists.
  • Serve as the customer's go-to resource and passionate advocate, ensuring both Clients and Therapists feel heard and supported throughout their journey with Grow Therapy.

Grow Therapy aims to be the trusted partner for therapists growing their practice, and patients accessing high-quality care. As a three-sided marketplace, Grow Therapy empowers providers, augments insurance payors, and serves patients, consisting of a team of entrepreneurs and mission-driven go-getters.

US Unlimited PTO

  • Maintain ongoing caseload of individuals to promote engagement and achievement of health goals.
  • Use relationship-based strategies to support members with social support navigation.
  • Assist individuals in securing connection to community supports by scheduling appointments, managing referrals, and ensuring timely follow-ups.

Pair Team is an innovative, mission-driven company reimagining how Medicaid and Medicare serves the most underserved populations. As a tech-enabled medical group, they deliver whole-person care - clinical, behavioral, and social - in partnership with community organizations. Their model empowers clinicians and care teams to provide compassionate, high-impact care and leverages AI and automation to reduce administrative burden.

$56,000–$56,000/yr

  • Ensure smooth customer account transition and deliver on commitments.
  • Build strong relationships with customers, driving renewals.
  • Encourage product usage and revenue growth from each account.

VERSANT is a leading force in news, sports and entertainment. They bring together powerhouse cable networks with dynamic digital and direct-to-consumer brands, delivering exceptional experiences across every screen and service.

US

  • Answer a high volume of inbound calls and ensure every interaction is respectful and solution-oriented.
  • Own the member's journey, including researching and resolving complex cases.
  • Guide members in accessing services, facilitating access to virtual care and connecting them to healthcare resources.

Included Health is a healthcare company delivering integrated virtual care and navigation. They aim to raise the standard of healthcare for everyone by breaking down barriers and providing high-quality care. They offer numerous opportunities for career advancement and professional development.